StockDriftsStockDriftsTop 50 Cdm Financial Counseling Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 11.96% | 18.6K | $13.9M | -3.05%(-584) | $674.05(+15.03%) | 2026-06-30 | |
| XLK | SELECT SECTOR SPDR TR | 10.52% | 64.1K | $12.2M | -3.56%(-2.37K) | $142.45(+33.89%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 6.29% | 19.7K | $7.3M | +5.23%(+980) | $332.11(+15.43%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.29% | 25.9K | $6.1M | +2.37%(+600) | $217.91(+12.46%) | 2026-06-30 | |
| MGK | VANGUARD WORLD FD | 3.57% | 47.1K | $4.1M | -4.77%(-2.36K) | $81.43(+11.13%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 3.24% | 23.8K | $3.8M | +0.13%(+30) | $142.25(+16.89%) | 2026-06-30 | |
| XLC | SELECT SECTOR SPDR TR | 3.11% | 33.7K | $3.6M | -6.49%(-2.33K) | $118.01(-4.29%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.93% | 9.1K | $3.4M | -3.77%(-357) | $496.06(-2.01%) | 2026-06-30 | |
| SOXX | ISHARES TR | 2.88% | 5.2K | $3.3M | -1.46%(-77) | $288.18(+95.70%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 2.36% | 31.9K | $2.7M | -1.54%(-497) | $80.25(+11.12%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.25% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.54% |
Cdm Financial Counseling Services INC reports $116.05M in US-listed equity holdings across 77 positions in its most recent 13F filing. Its largest disclosed positions are SPY (12.0%), XLK (10.5%) and VTI (6.3%). The top 20 holdings account for 69.68% of reported assets. Its disclosed equity book has returned +11.25% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Cdm Financial Counseling Services INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2107537). View Cdm Financial Counseling Services INC’s 13F filings on SEC